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Case UI is a simple, secure, modern, and affordable legal case and client management system for sole practitioner attorneys, small and medium-sized law firms. We take your data security seriously. No minimum license purchase. Use our cloud service or deploy it privately in your office.

Case UI Review


Case UI is a legal case management solution that helps small to midsize law firms streamline operations related to client management, invoice generation, task assignment, and more on a centralized platform. It allows users to define flat fee or hourly billing fee billing to accordingly create invoices and track payment status.

Case UI enables administrators to configure access rights, allowing specific employees to edit and update details across tasks, cases, and clients. The search and data filtering functionalities let staff members identify possible conflicts of interest across clients and cases.

Additionally, managers and leaders can review the dashboard or generate reports to be apprised about the status of important due dates, and gain insights into the number of total cases based on specific practice areas and subareas, such as litigation, real estate, matrimonial, assault, defamation, and immigration, among other categories.

Case UI is simple, straightforward, and intuitive. If you’ve been using spreadsheets to track your cases, Case UI is the perfect solution for modernizing and enriching your case and client management without the expense and unnecessary complexity of alternative products.

Secured by industry-standard SSL security. All access to your data is password-protected in your own dedicated database isolated from other customers for an added layer of security. Only US-based servers and databases. Daily backups of your data ensures fast disaster recovery.

Easily navigate case and client details with intuitive and simple interface. Manage case details, documents, tasks, clients, and billing in one simple legal case management system. Control how to view and manage your data with advanced filtering, sorting, grouping and search capabilities.

Create invoices, record payments, print in PDF/MS Word. Monitor all outstanding and overdue invoices. Download invoices as a PDF or MS Word file. Email invoices to clients. Simple tracking for flat fee or hourly billing. Invoice filtering by status, balance, client, case, and more.

Get insights into your cases using clean and elegant charts. Filter and sort your chart. Understand where your clients come from using Map view of your clients. Easily execute a search across all of your clients and cases to identify any possible conflict of interest for clients or any other entities.

Case UI’s responsive design adapts to your device whether you are at your computer or on your phone from anywhere whether you are in the office or on the road.

Assign cases and tasks to employees. Monitor task progress per case, client or employee. Import your spreadsheets into Case UI. Export your Case UI data out to keep on hand or integrate with other apps. Technical Support is handled directly by the Case UI developer(s) via email only. Initial response time of 8 hours or less.

Pricing

Case UI Price starts at $25 Per Month. NonProfit and Education pricing available.
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Feature

  • Secure your data
  • Easy to use interface
  • Real time insights
  • Conflict of interest check
  • Amazingly responsive
  • Simple, detailed billing
  • Track firm workload
  • Import and export data
  • Knowledgable support
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FAQs

Q.What are the upload file limitations?

Each uploaded file is limited to 100 MB.

Q.What are the user roles?

Users can view, create, edit, and delete all records of any case, client, or other parties. Users do not have access to the “ADMINISTRATION” area.
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